Small Business Solutions

Welcome new Team Members to Cain Advisory Group!

 

We are always striving to add value for you as a client and in light of this we would like to introduce you to several of our new team members at Cain Advisory Group. 

 

Jason Laccone is our new Tax and Accounting Manager.  His primary role will be to manage the tax and accounting departments, in addition to conducting tax interviews and preparing tax returns.  He is an Enrolled Agent and Certified Financial Planner and as a previous business owner and high level tax preparer will be able to add significant value for you as a client of our firm!

 

American Dream Segment 11/22/2014

 

Our very own VP and director of sales, Jim Sprouse went on The American Dream Segment on San Diego Channel 4SD! Jim discusses our many business services we provide here at Cain Advisory Group, a San Diego based firm. This includes: payroll, accounting/bookeeping, and tax preparation. All small businesses require those key administrative functions, so we bundle them for your business in order to save you valuable time.

 

How to Avoid Tax Surprises in 2015 by reporting Life Changes to the Marketplace

You are expected to report life changes or events to the insurance market as they happen in order to avoid tax surprises.  This will help you get the proper type and correct amount of financial assistance. It will also make you eligible for a reasonable advance if and when you need it. Getting too little or too much in advance has often affected the refund or balance due when a beneficiary files tax returns.

Cain Law Group Adds Services, Becomes Cain Advisory Group

Cain Law Group is celebrating its 13th anniversary by adding new services to help small business owners.  In addition to helping thousands of San Diegans via tax preparation and planning, legal real estate services and estate planning, Cain has added bookkeeping, accounting and planning functions.
 
By bundling clients’ small business needs under one roof, Cain Advisory Group provides coordinated counsel to manage back office administration.
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